佰维存储：2024年营收净利双增长，核心业务实现成长突破

Group 1 - The company forecasts a revenue of 6.5 billion to 7 billion yuan for 2024, representing a year-on-year growth of 81.02% to 94.95% [1] - The net profit attributable to shareholders is expected to be between 160 million to 200 million yuan, showing a year-on-year increase of 125.63% to 132.03% [1] - Excluding share-based payment expenses, the net profit is projected to be between 510 million to 550 million yuan, reflecting a growth of 202.43% to 210.54% year-on-year [1] Group 2 - The company is focusing on expanding its market presence among top-tier domestic and international mobile phone and PC clients, leading to significant improvements in product sales and overall revenue [2] - In the smart wearable sector, the company has established a competitive advantage with its ePOP storage products, which are characterized by low power consumption, fast response, and compact design [2] - Revenue from smart wearable storage products is expected to reach approximately 800 million yuan in 2024, marking a substantial year-on-year increase [2] Group 3 - The company is increasing its R&D investment, with an estimated R&D expenditure of about 450 million yuan in 2024, which is an increase of approximately 80% compared to the previous year [2] - As of June 30, 2024, the company has obtained 335 domestic and international patents and 44 software copyrights, including 112 invention patents [2] - The company is enhancing its integrated R&D and testing capabilities, particularly in advanced packaging and testing equipment, which is expected to improve its business structure and core competitiveness [3]